Jones Financial Companies’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Jones Financial Companies’s Portfolio XOP Stock Details XOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.83M	Buy	9,724 +2,105	+28%	+$317K	﹤0.01%	1468
2025 Q4	$962K	Buy	7,619 +1,044	+16%	+$135K	﹤0.01%	1243
2025 Q3	$902K	Sell	6,575 -2,380	-27%	-$307K	﹤0.01%	1172
2025 Q2	$1.14M	Buy	8,955 +175	+2%	+$21K	﹤0.01%	957
2025 Q1	$1.15M	Buy	8,780 +1,848	+27%	+$248K	﹤0.01%	808
2024 Q4	$918K	Buy	6,932 +5,239	+309%	+$717K	﹤0.01%	775
2024 Q3	$222K	Buy	1,693 +1,639	+3,035%	+$226K	﹤0.01%	1097
2024 Q2	$7.83K	Buy	+54	New	+$8.17K	﹤0.01%	1830

Other funds holding XOP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies's XOP Position: Q1 2026 in Review

Jones Financial Companies increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 28% in Q1 2026, buying an estimated $317K and bringing the position to 9,724 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Jones Financial Companies first reported a position in XOP in Q2 2024 and has held it in 8 quarters since. 403 funds tracked by Wall St. Rank hold XOP as of Q1 2026.

Jones Financial Companies held 9,724 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $1.83M as of Q1 2026.
Jones Financial Companies bought 2,105 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q1 2026, an estimated $317K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1468 holding.
Jones Financial Companies first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2024 and has held it in 8 quarters since.
403 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.